Offering Integration with Aderant Expert and Enhanced Contact Synchronization
Aderant, the world’s largest independent legal software company, announced today the release of Aderant CRM4Legal 5.3, the company’s integrated marketing, business development, and client communication system. The release primarily focuses on advanced integration between CRM4Legal and the Aderant Expert practice management system, and Microsoft Exchange.
As part of the new release, CRM4Legal now provides direct, out-of-the-box integration with the Aderant Expert practice management system, allowing firms to easily integrate client and matter data from Expert with contact and company data in CRM4Legal. The Expert Integration Manager enables firms to customize the data they integrate and to manage, schedule, and monitor the ongoing synchronization. Combining financial data with contact and company CRM data, provides a firm with additional insight into its contact and client relationships, marketing and business development initiatives, and cross-selling opportunities.
CRM4Legal 5.3 also includes a new custom contact synchronization engine, Contact Connect, which allows contacts to sync directly between Exchange and CRM4Legal. Contact Connect includes a comprehensive synchronization audit trail to enable the monitoring and maintenance of all contact records synching between Exchange and CRM4Legal. Combined with CRM4Legal’s Outlook Onboarding tool, firms can more seamlessly manage the complex web of relationships and data changes required by law firms and other professional organizations. Further, Aderant maintains Microsoft Gold Certified Partner status indicating the highest recognized level of expertise in offering development services based on Microsoft technology.
“The legal and professional services industries rely heavily on relationships,” shared Chris Giglio, chief executive officer for Aderant. “The Aderant CRM4Legal solution enables closer relationships with clients and helps firms achieve new levels of success and profitability. Expanding these integration capabilities enhances the amount and quality of data available to a firm, providing the insight firms need to carefully develop their growth strategy.”
Copyright © 2021 Legal IT Professionals. All Rights Reserved.